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Advisers in Highlands Ranch, CO

9 advisers in Highlands Ranch — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Asset Strategies Group, LLC1745 Shea Center Drive, Suite 400 · Highlands Ranch, CO 80129 · (303) 683-3179 · Hourly feesCRD 152060 · % of assets, Hourly charges · $61.3 million AUMState registeredNo commissions reportedCedarwood Wealth1745 Shea Center Drive, 445 · Highlands Ranch, CO 80129 · (303) 351-6245 · Financial planningCRD 334756 · % of assets · $213.4 million AUMSEC registeredNo commissions reportedHighlands Asset Management, INC.9635 S Silverberry Circle · Highlands Ranch, CO 80129 · (303) 470-6773 · % of assets managedCRD 126850 · % of assets · $4.2 million AUMState registeredNo commissions reportedKozak & Tripp Private Asset Management, INC.1805 Shea Center Drive, Suite 220 · Highlands Ranch, CO 80129 · (303) 847-4045 · Financial planningCRD 298353 · % of assets, Fixed fees · $813.4 million AUMSEC registeredNo commissions reportedLord and Richards8744 Kendrick Castillo Way, Suite 100 · Highlands Ranch, CO 80129 · (720) 214-6801 · Financial planningCRD 328907 · % of assets · $128.8 million AUMSEC registeredNo commissions reportedRoots First Wealth Management1745 Shea Center Dr, 4th Floor · Highlands Ranch, CO 80129 · (303) 867-6918 · Financial planningCRD 326161 · % of assets, Fixed fees · $16.6 million AUMState registeredNo commissions reportedRosel Wealth Management, LLC1805 Shea Center Dr, Suite 420 · Highlands Ranch, CO 80129 · (303) 647-3801 · Financial planningCRD 291065 · % of assets, Hourly charges, Fixed fees · $630.2 million AUMSEC registeredNo commissions reportedSemper Augustus Investments Group LLC200 Plaza Drive Ste 240 · Highlands Ranch, CO 80129 · (303) 893-1214 · % of assets managedCRD 108153 · % of assets, Performance-based fees · $982.2 million AUMSEC registeredNo commissions reportedYeti Wealth Management Group, LLC1745 Shea Center Dr 4th Floor · Highlands Ranch, CO 80129 · (303) 507-0027 · Financial planningCRD 338425 · % of assets, Fixed fees · $5.2 million AUMState registeredNo commissions reported
Talking to advisers in Highlands Ranch? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.